See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $6,457 |
RELIANCE TRUST COMPANY6+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 | Recordkeeping | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,761 | $66,124-15.7% | $90,404-38.3% | $73,488-24.1% |
| Participation rate | 78.7% | 69.7%+9.0pp | 72.7%+6.0pp | 70.7%+8.0pp |
| Annual return | 14.96% | 17.65%-2.7pp | 1293.02%-1278.1pp | 28.51%-13.6pp |
| Employer contribution / active EE | $1,185 | $2,346-49.5% | $3,262-63.7% | $2,270-47.8% |
| Participant deferral / active EE | $2,333 | $3,039-23.2% | $3,963-41.1% | $3,740-37.6% |
| Admin fee / account holder | $120 | $396-69.7% | $5,611-97.9% | $513-76.6% |